Jaden Schaefer

This is all according to a report out of routers, by the way.

So senior leaders inside of Meta have been asked to prepare plans that could reduce the company's workforce by more than 20%.

If it happens, it could affect over 15,000 employees.

This could be one of the largest layoffs in Meta's history.

The company had about 79,000 employees at the end of 2025.

And I think these potential cuts would really dwarf the 11,000 person layoffs that they announced back in 2022.

So they have been, you know, cutting people,

or they've been known to do these types of cuts before.

But over 15,000 employees could be one of their biggest yet.

Meta hasn't confirmed this report.

You know, they're just like, oh, this is just speculative, aka like they're just figuring it out right now.

But I think the context about the story is telling us a lot.

Basically, Meta right now is planning an absolutely enormous AI spending push.

They're planning on, you know, it's...

you know, astronomical how much they want to spend on AI.

And because of this, they need to come up with the money somewhere.

And this is part of it.

Meta says that their AI-related capital expenditures this year will fall somewhere between $115 billion and $135 billion as they're building out new AI infrastructure.

That's part of a $700 billion total AI spending wave that we're expecting across a bunch of these big companies.

Amazon, Microsoft, Alphabet, Meta, all of them are, you know, they have basically CapEx plans that are putting them at about $700 billion that are going to be coming over the next few years.